See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,992 | $127,100-58.3% | $105,738-49.9% | $135,375-60.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -6.68% | 4.49%-11.2pp | 6.27%-13.0pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,420 | $4,107-65.4% | $3,268-56.6% | $4,779-70.3% |
| Participant deferral / active EE | $3,165 | $5,064-37.5% | $4,080-22.4% | $5,609-43.6% |
| Admin fee / account holder | $22 | $9,087-99.8% | $6,913-99.7% | $10,827-99.8% |